Scott Davis
Family Tree Wealth Advisors · Mt Juliet, Tennessee
Scott Davis is a fee-only financial advisor at Family Tree Wealth Advisors in Mt Juliet, Tennessee. Family Tree Wealth Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Scott →
Facts
| Firm | Family Tree Wealth Advisors |
|---|---|
| Based in | Mt Juliet, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $12.4M across 63 accounts |
| SEC registration | Investment adviser representative in TN · CRD 4252596 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Scott's firm compares
- Family Tree Wealth Advisors's average account is about $196,000, from its Form ADV (assets managed divided by 63 accounts).
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
Is Scott Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Family Tree Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Family Tree Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott Davis based?
Scott Davis is based in Mt Juliet, Tennessee.
Is Scott Davis registered with the SEC?
Yes. Scott Davis is registered as an investment adviser representative in TN (CRD 4252596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Family Tree Wealth Advisors manage?
Family Tree Wealth Advisors reports $12.4M across 63 accounts in assets under management.
How do I contact Scott Davis?
Contact details aren't on file yet. Search for Family Tree Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.